|
Institutional
Holders
Total
Institutions:
|
79 5 |
|
Total
shares held :
|
1,092,490 |
|
% of shares
held :
|
11.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-36,731 |
|
% of shares
held change :
|
-0.39% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.93 |
|
Last
Quarter's Ending
Price :
|
$87.26 |
|
Last
Quarter's Average
Price :
|
$80.53 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.44 (8%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
3156 |
- |
2024-03-31 |
134,007 |
$11,985,000 |
-10,298 |
|
BANK OF AMERICA CORP /DE/ |
2675 |
- |
2024-03-31 |
84,040 |
$7,516,000 |
-32,655 |
|
SINECERA CAPITAL LLC |
5 |
- |
2024-03-31 |
38,000 |
$3,478,000 |
-24,140 |
|
LPL FINANCIAL CORP |
2077 |
- |
2024-03-31 |
37,122 |
$3,320,000 |
-1,510 |
|
UBS Group AG |
2767 |
- |
2024-03-31 |
28,227 |
$2,524,000 |
-5,010 |
|
ROYAL BANK OF CANADA |
2365 |
- |
2024-03-31 |
27,997 |
$2,504,000 |
-3,027 |
|
Wealth Advisors of Tampa Bay LLC |
39 |
- |
2024-03-31 |
23,156 |
$2,071,000 |
-25 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
639 |
- |
2024-03-31 |
16,900 |
$1,512,000 |
-109 |
|
Advisor Group Holdings Inc. |
2283 |
- |
2024-03-31 |
11,587 |
$1,037,000 |
-693 |
|
PROSPERA FINANCIAL SERVICES |
481 |
- |
2023-12-31 |
10,855 |
$947,000 |
-5,961 |
|
Baird Financial Group Inc. |
1232 |
- |
2024-03-31 |
8,715 |
$779,000 |
-15,211 |
|
CREATIVE PLANNING |
1723 |
- |
2024-03-31 |
6,580 |
$588,000 |
-551 |
|
First National Bank |
76 |
- |
2024-03-31 |
4,530 |
$405,000 |
-84 |
|
Slow Capital Inc. |
111 |
- |
2024-03-31 |
4,485 |
$401,000 |
-2,978 |
|
NewEdge Wealth LLC |
610 |
- |
2024-03-31 |
4,503 |
$393,000 |
-327 |
|
Prime Capital Investment Advisors LLC |
708 |
- |
2024-03-31 |
4,261 |
$381,000 |
-293 |
|
OLD MISSION CAPITAL LLC |
637 |
- |
2024-03-31 |
4,250 |
$380,000 |
-39,152 |
|
BEAM Asset Management LLC |
88 |
- |
2024-03-31 |
3,257 |
$291,000 |
-176 |
|
MARINER WEALTH ADVISORS, LLC |
2467 |
- |
2024-03-31 |
3,195 |
$286,000 |
-459 |
|
Sunflower Bank N.A. |
98 |
- |
2024-03-31 |
3,058 |
$273,000 |
-3,175 |
|
Astoria Portfolio Advisors LLC. |
147 |
- |
2024-03-31 |
2,819 |
$247,000 |
-327 |
|
WELLS FARGO & CO/MN |
3879 |
- |
2024-03-31 |
2,436 |
$218,000 |
-997 |
|
JANNEY MONTGOMERY SCOTT LLC |
2551 |
- |
2024-03-31 |
2,278 |
$204,000 |
-35 |
|
BESSEMER GROUP INC |
1101 |
- |
2024-03-31 |
1,548 |
$138,000 |
-3,515 |
|
Tyler-Stone Wealth Management |
252 |
- |
2024-03-31 |
1,287 |
$115,000 |
-389 |
|
COMERICA BANK |
2561 |
- |
2024-03-31 |
1,048 |
$94,000 |
-879 |
|
US BANCORP |
2894 |
- |
2024-03-31 |
330 |
$30,000 |
-15 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
324 |
- |
2023-06-30 |
345 |
$28,000 |
-20 |
|
Sunbelt Securities Inc. |
1031 |
- |
2024-03-31 |
266 |
$24,000 |
-382 |
|
FMR LLC |
3820 |
- |
2024-03-31 |
231 |
$21,000 |
-328 |
|
Ronald Blue Trust Inc. |
1589 |
- |
2024-03-31 |
64 |
$6,000 |
-334 |
|
J P MORGAN CHASE & CO |
5144 |
- |
2024-03-31 |
49 |
$4,000 |
-175 |
|
|
32 Records found
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1
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